Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.554 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47476.55 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46091.98 Kr¶
PnL: ---------------------------------------> -796.59 Kr¶
DD now: ---------------------------------> -2.372 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 12:27:37.448475'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 0.840000 | 3120.000000 | 149.000000 | 5.020000 | 2971.000006 |
| HEBA B | 70 | -0.880000 | 2765.000000 | 129.000000 | 4.890000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | -2.900000 | 3010.000000 | 83.000000 | 2.840000 | 2927.000000 |
| SAAB B | 8 | 0.850000 | 3436.000000 | 59.000000 | 1.750000 | 3377.000000 |
| Corem Property Group B | 59 | -1.800000 | 611.240000 | 34.240000 | 5.930000 | 576.999999 |
| AcadeMedia | 12 | -2.730000 | 590.640000 | 33.640000 | 6.040000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.720000 | 388.100000 | 33.100000 | 9.320000 | 355.000000 |
| MedCap | 2 | -0.440000 | 454.000000 | 33.000000 | 7.840000 | 421.000000 |
| Resurs Holding | 22 | -1.340000 | 601.260000 | 27.260000 | 4.750000 | 573.999998 |
| Norva24 Group | 16 | -0.280000 | 564.800000 | 21.800000 | 4.010000 | 543.000000 |
| Boozt | 12 | -1.490000 | 1671.600000 | 17.600000 | 1.060000 | 1653.999996 |
| HMS Networks | 2 | -2.930000 | 690.000000 | 17.000000 | 2.530000 | 673.000000 |
| Eastnine | 4 | -0.470000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Swedbank A | 3 | -0.770000 | 576.600000 | 12.600000 | 2.230000 | 564.000000 |
| Securitas B | 6 | -1.020000 | 582.600000 | 12.600000 | 2.210000 | 570.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| OEM International B | 7 | -0.390000 | 536.900000 | 8.900000 | 1.690000 | 527.999997 |
| Coor Service Management Hold. | 8 | -0.740000 | 538.000000 | 6.000000 | 1.130000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.580000 | 248.880000 | 2.880000 | 1.170000 | 246.000000 |
| Karnov Group | 9 | -0.830000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Creaspac SPAC | 6 | -0.100000 | 574.800000 | -2.200000 | -0.380000 | 577.000002 |
| Intrum | 4 | -4.250000 | 522.200000 | -4.800000 | -0.910000 | 527.000000 |
| Handelsbanken A | 5 | -1.460000 | 539.750000 | -6.250000 | -1.140000 | 546.000000 |
| Nordea Bank Abp | 29 | -0.200000 | 3447.520000 | -6.480000 | -0.190000 | 3453.999992 |
| Essity B | 2 | -0.320000 | 558.800000 | -15.200000 | -2.650000 | 574.000000 |
| Midsona B | 63 | -2.090000 | 561.960000 | -21.040000 | -3.610000 | 582.999984 |
| CTEK | 13 | -2.010000 | 507.000000 | -27.000000 | -5.060000 | 533.999999 |
| Essity A | 4 | -1.240000 | 1116.000000 | -33.000000 | -2.870000 | 1149.000000 |
| International Petroleum Corp. | 5 | -1.430000 | 550.000000 | -44.570000 | -7.500000 | 594.565215 |
| Vivesto | 1368 | 0.800000 | 551.580000 | -61.420000 | -10.020000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.380000 | 3755.500000 | -94.500000 | -2.450000 | 3850.000000 |
| Axfood | 13 | 0.290000 | 3593.200000 | -162.800000 | -4.330000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.170000 | 3619.000000 | -192.000000 | -5.040000 | 3810.999990 |
| OX2 | 18 | -2.240000 | 1415.700000 | -248.300000 | -14.920000 | 1663.999992 |
| Ovzon | 52 | -3.090000 | 2776.800000 | -585.200000 | -17.410000 | 3361.999992 |
| TOTAL | 46091.980000 | -796.590000 | -2.37167% | 46888.564618 |
Updated:¶
'2023-01-25 12:27:50.136663'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
